Callan Family Office, LLC

Family Office

Position in CVS — CVS HEALTH Corp

CIK 1938970 RADNOR, PA

Position in CVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$17,068,732

+$5,211,035 QoQ

Shares Held

164,995

-0.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#307

of 2,058 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Callan Family Office, LLC holds $54,501,332 across 6 Healthcare Plans names. CVS ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	59,730	$24,825,579
2	CVS	CVS HEALTH Corp This page	164,995	$17,068,732
3	CI	Cigna Group	33,797	$9,317,156
4	ELV	Elevance Health, Inc.	4,118	$1,592,554
5	CNC	Centene Corp	18,057	$1,159,078
6	HUM	Humana Inc	1,355	$538,233

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,068,732	164,995	-0.1%	Shares	Sole	2026-08-11
2026-03-31	$11,857,697	165,103	+6.3%	Shares	Sole	2026-05-13
2025-12-31	$12,324,925	155,304	+14.8%	Shares	Sole	2026-02-12
2025-09-30	$10,201,473	135,316	+11.7%	Shares	Sole	2025-11-04
2025-06-30	$8,354,029	121,108	+277.8%	Shares	Sole	2025-07-24
2025-03-31	$2,171,726	32,055	+59.0%	Shares	Sole	2025-05-13
2024-12-31	$905,206	20,165	+537.3%	Shares	Sole	2025-02-07
2024-03-31	$252,360	3,164	+15.1%	Shares	Sole	2024-05-09
2023-12-31	$217,061	2,749	-78.6%	Shares	Sole	2024-02-14
2023-03-31	$956,444	12,871	+493.1%	Shares	Sole	2023-05-12
2022-12-31	$202,222	2,170	—	Shares	Sole	2023-02-23
No filing history on record for this holder in this stock.